AI Lighthouse Partners — UK · London Service-as-Software · Productised Consulting

Agentic CDD for
private capital
decision advantage.

We help investors, boards and executive teams move from AI strategy to productised execution — combining senior advisory judgment with agentic AI workflows for faster, evidence-backed decision support.

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Human-led
Agent-operated
01 / The Starting PointWhy the model must change

Commercial due diligence was built for a slower market.

Deal cycles are shorter. Data rooms are larger. Evidence standards are higher. And senior judgment — the one input that cannot simply be scaled — has become the bottleneck.

Agentic CDD is not a faster version of the old model. It is a new operating model: human-led and agent-operated. Humans frame the thesis, challenge the evidence and own the recommendation. Agents ingest, structure, analyse, simulate and draft at scale.

01
8–12 → 4–6 wks

Cycles have halved

Sell-side timetables have compressed. Bidders run parallel processes and commit faster, with less margin for re-work.

02
+300%

Data rooms have multiplied

VDRs now hold customer datasets, product analytics and third-party feeds the team is expected to integrate.

03
2× rigour

Evidence standards have risen

ICs and LPs demand defensible counter-views and quantified sensitivities. A confident narrative no longer clears the bar.

04
~60%

Judgment doesn't scale

Analyst time goes to parsing and drafting, not challenge and insight — so partners receive synthesis too late to shape the deal.

02 / The FlagshipAgentic Commercial Due Diligence
Flagship Product

Agentic CDD converts AI from a research tool into a diligence operating model.

AI-automated commercial due diligence producing IC-ready, fully-sourced memos. Humans frame the thesis and own the recommendation; a family of specialist agents ingests the data room, runs every workstream in parallel and drafts decision-ready outputs — the hero engine for private capital decision advantage.

PDF Download the Agentic CDD Booklet 10 pages · For PE, VC & Corporate M&A teams
Pillar 01
−75%

Speed

First-pass synthesis in days, not weeks. The team starts arguing the thesis, not assembling it.

Pillar 02
10×

Scale

Every page of every document read. Cover the full VDR — not the readable subset — across 5× concurrent deals.

Pillar 03
95%

Coverage

Material claims stress-tested at cohort, segment and scenario depth.

Pillar 04
99%

Decision Confidence

Every claim sourced, every counter-view stressed. The IC pack is verifiable, end to end.

A 4-minute walk-through of the Agentic CDD platform
Request a Demo

See Agentic CDD applied to your sector and use case.

A partner-led, 30-minute walk-through tailored to a deal type, sector or workflow you choose. We will get back to you within one working day to confirm a time.

03 / The Operating ModelHumans & agents as co-workers

A control-tower model.
Humans set direction; agents run the floor.

Judgment, accountability and client trust stay with the deal team. Pattern, scale and recomputation move to the agent layer — under human direction, with every output traceable back to source. AI is a force multiplier for the CDD team, not a replacement for the people who carry the decision.

The Judgment Layer

Humans.

Direction, challenge and decision ownership.

  • 01 Set the diligence agenda and prioritise the workstreams that matter.
  • 02 Challenge the evidence and frame the counter-views that test the thesis.
  • 03 Engage management, customers and experts where context cannot be inferred.
  • 04 Own the investment recommendation, the IC narrative and the client relationship.
The Boundary
The Scale Layer

Agents.

Ingestion, pattern, simulation and drafting.

  • 01 Ingest and structure the full evidence base across deals and sources.
  • 02 Surface patterns and anomalies across documents, data and external benchmarks.
  • 03 Simulate scenarios and refresh analyses continuously as evidence changes.
  • 04 Draft IC-grade outputs with full source linkage, ready for human review.
04 / The Agentic CDD WorkflowFive phases · one continuous loop

Five phases, run as a continuous loop — not a sequential handoff.

Each phase produces evidence-linked outputs that flow into the next. New information at any point refreshes the views upstream and downstream — the thesis is always live. Behind the loop sits an orchestrated engine of 43 specialist agents across the full lifecycle.

Phase 01

Ingest

Classify the full evidence base — VDR, CIM, market, customer and public sources — into a structured, citable data layer.

Phase 02

Frame

Generate the first-view thesis, market map and KPI summary. Identify what is attractive, uncertain, or a pass.

Phase 03

Analyse

Run deep-dive workstreams in parallel: market, commercial, customer, financial and valuation.

Phase 04

Decide

Stress-test the thesis under counter-views. Pressure-test sensitivities, exit scenarios and downside cases.

Phase 05

Report

Draft IC-ready outputs continuously — every claim evidence-linked back to the underlying source.

2 · 6 · 24 · 7 · 4 → 43 agents, one orchestrated diligence engine
License Agentic CDD

Put Agentic CDD on your next deal.

Two ways to bring the engine into your process — a 30-day trial on a live deal, or a fund-wide production licence. Both are subject to senior approval and backed by partner-led onboarding.

05 / Capability ArchitectureFROM STRATEGY TO PRODUCTISED EXECUTION

Senior judgment,
amplified by
agentic execution.

A connected set of productised capabilities — spanning strategy, the deal and diligence — each pairing senior advisory framing with an agent-operated execution layer. The result is evidence-backed, defensible decision support, delivered at the pace of capital.

Flagship
S/01Pre-deal → Investment Committee

Agentic CDD

AI-automated commercial due diligence producing IC-ready, fully-sourced memos. Humans frame the thesis and own the recommendation; a family of specialist agents ingests the data room, runs every workstream in parallel and drafts decision-ready outputs — the hero engine for private capital decision advantage.

→ IC-ready memo & appendices, every claim traceable to source
Explore more
43
specialist agents across five lifecycle phases
−75%
time to first insight versus manual diligence
99%
claim traceability across the IC pack
S/02Boardroom

AI Strategy for CXOs & Boards

Translate AI ambition into a defensible operating strategy — governance, prioritisation and a roadmap the board can stand behind, from first principles to funded plan.

→ Board-ready AI strategy & roadmap
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S/03Pre-close · 100-day window

AI Due Diligence

A rigorous, quantified read on a target's AI value, defensibility and execution risk — scored across five dimensions and IC-ready on day one.

→ Weighted AI DD report + 100-day plan
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06 / AI-led value creationWHERE AI AMBITION BECOMES EBITDA

AI ambition,
turned into
measurable value.

A growing set of productised offerings that move AI from boardroom intent to operating reality. Each one targets a specific part of the business — releasing margin, capacity or trapped cash — with the rigour of a value-creation case leadership can stand behind.

S/04 Operating model · holding period

Value Creation from Process Agentification

We find the processes that consume the most human effort and rebuild them as agent-operated workflows — releasing margin and capacity without adding headcount, and turning AI ambition into measurable EBITDA.

What we do

Process audit → agentification roadmap → in-flight delivery → measured EBITDA capture, in 90–180 days.

What you get

Agent-operated workflows live in production, a margin-uplift dashboard, and a value-creation case for the next exit.

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S/05 Finance function · CFO office

CFO Working Capital Agent

An agentic finance control tower that monitors receivables, payables and cash to surface and release trapped working capital — flagging overdue collections, early supplier payments and billing leakage, with a board-ready action queue.

What we do

Connect ledger data → run the working-capital agents → surface prioritised cash-release opportunities → drive action through CFO workflows.

What you get

A live executive dashboard, audit-traceable agent analysis, a scenario simulator, and a generated CFO board pack.

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07 / The Evidence BaseWhy first movers compound the advantage

The firms that move first run more diligence, on more assets — and decide earlier.

84%
of PE & VC firms now use AI in some form — but only 36% track defined KPIs.
35–85%
productivity gain achievable across diligence and operational workflows (EY benchmark).
2–3×
EBITDA improvement for companies with mature AI programmes versus sector peers.
5–20%
EBITDA margin improvement achievable by rebuilding core processes as agent-operated workflows.
08 / InsightsThe PE Agenda

Thinking for partners and investment committees.

Briefs, working papers and field guides on the shift to agentic diligence — written for the people who carry the decision.

Briefing · No. 01
Executive Brief

The Sovereign Operating Model: Deploying Agentic CDD at Scale

How modern financial institutions and enterprises are utilising agentic workflows to redesign core operations, integrate disparate data sources, and reduce operational effort by 80%.

Read the brief →
Briefing · No. 02
Executive Brief

Redesigning the Enterprise Operating Model

A playbook detailing the transition from centralised AI pilot programmes to a federated network of domain-specialised agentic teams.

Read the brief →
Briefing · No. 03
Executive Brief

Securing the Federated Agentic Pipeline: Governance & Controls

An executive briefing on safe execution, runtime validation, workflow boundaries, and security controls for autonomous systems.

Read the brief →
09 / ReferenceFrequently asked questions

Common questions
from deal teams.

A reference for prospective and current users — what the platform does, how outputs are sourced and reviewed, how confidentiality is handled, and how to scope a starting point.

01 — About the platformWhat it does, who it's for
02 — Outputs, sources & reviewHow findings are produced and verified
03 — Deployment & confidentialityHow firms run it inside their process
PE, VC and corporate M&A deal teams, operating partners, portfolio value-creation teams and diligence advisors involved in commercial diligence and investment decisions.
No. Agents support evidence-heavy work. The investment thesis, risk assessment, valuation judgment, recommendation and IC sign-off remain owned by the deal team. The operating model is: agents evidence; humans decide.
VDR overload, compressed deal timelines, manual evidence review, slow KPI extraction, fragmented workstreams and time-consuming IC pack preparation.
Target screening, VDR triage, document classification, KPI extraction, market mapping, risk identification, open-question lists, evidence synthesis and drafting of IC evidence packs for human review.
General-purpose AI summarises content. Diligence requires source traceability, controlled workflows, confidential data handling, human review and repeatable outputs. The platform is built around the diligence workflow rather than generic prompting.
Outputs are positioned as source-backed. Material claims are linked to source evidence, flagged by confidence level and reviewed by humans before being used in IC materials.
By separating evidence, inference and open questions. Weak, missing or contradictory evidence is flagged as an issue rather than presented as a conclusion.
That is the operating principle. Material claims are traceable to source documents, pages, tables, extracts or evidence points wherever available.
Relevant KPIs are extracted from source documents, structured into tables, with inconsistencies flagged and areas needing review highlighted. Interpretation of financial quality, sustainability and investment relevance remains human-owned.
Contradictions are flagged as exceptions or open diligence questions, helping the deal team challenge management, advisors or data-room materials earlier in the process.
No. The platform is a private, configurable execution layer. The firm keeps its proprietary investment process, judgment and IC logic. Outputs can be aligned to the firm's IC template and diligence playbook.
Confidential data is handled within a controlled environment, access is restricted, and client data is not used to train shared models. Detailed deployment and security options are covered in a separate technical review.
Yes. The platform sits alongside existing diligence workflows, ingests available documents and produces structured outputs that support the current deal process.
It can draft source-backed evidence packs, KPI summaries, market views, issue lists, red flags, open questions and supporting exhibits for human review before IC.
One high-friction workflow — typically VDR triage, target screening, KPI extraction, red-flag identification or IC evidence pack preparation — scoped to prove value before broader rollout.
10 / The FirmA new model of advisory

A boutique built around Service-as-Software.

AI Lighthouse Partners is a UK advisory firm built for a different kind of engagement. We pair the senior judgment of a traditional advisory practice with productised, agentic workflows — so our clients get the rigour of a top-tier firm at the speed and scale software makes possible.

We serve private equity and venture investors, investment committees, operating partners, CXOs and boards. Our promise is simple: move you from AI strategy to productised execution, with evidence you can defend to an IC or an LP.

Human-led

Judgment, challenge and accountability stay with senior people. The recommendation is always ours to own.

Agent-operated

Scale, pattern and recomputation move to agents — under direction, every output traceable to source.

Evidence-backed

Every claim is sourced and every counter-view stressed. Defensible to an investment committee.

Productised

Repeatable systems, not bespoke one-offs — consistent quality, delivered at the speed of the deal.

11 / ContactEdgware · United Kingdom

Arrange a confidential conversation with our partners — a platform walk-through, a licensing discussion, or a wider exchange on AI value creation across your fund and portfolio.

Email
info@ailighthousepartners.co.ukFor all enquiries — licensing, engagements, press and partnerships.
Registered office
AI Lighthouse Partners Limited42–46 Station Road
Edgware, England, HA8 7AB
Registered in England & Wales
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Executive Brief

Brief Title

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